WeLovePolygon🕹️ | BLASTR| (🧙‍♂️,🧙‍♂️)

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WeLovePolygon🕹️ | BLASTR| (🧙‍♂️,🧙‍♂️)

WeLovePolygon🕹️ | BLASTR| (🧙‍♂️,🧙‍♂️)

@WeLovePolygon

Gnoma |We generally share information | ANOMA |(🧙‍♂️,🧙‍♂️)

Katılım Mayıs 2022
3.6K Takip Edilen68 Takipçiler
WeLovePolygon🕹️ | BLASTR| (🧙‍♂️,🧙‍♂️) retweetledi
HeTalksFinance
HeTalksFinance@HeTalksFinance·
Her: “You said you own a $1 Trillion company. Why’s it $500 now?” Me :“Well, Bitcoin’s market cap is $1 Trillion. I own $500 worth. So I’m like… the guy who brings samosas to the board meeting.” 🥟🤣 #Bitcoin #meme #CryptoRecovery #CryptoCommunity x.com/allreactionvid…
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WeLovePolygon🕹️ | BLASTR| (🧙‍♂️,🧙‍♂️) retweetledi
HeTalksFinance
HeTalksFinance@HeTalksFinance·
🚀 Anyone can believe when #Bitcoin is ripping. Conviction is cheap in green candles. 💡 The real money is made when headlines scream “it’s over” and sentiment collapses. Nothing changed: 🔒 Supply is still fixed ⚡ The network still works 🌍 Adoption didn’t reverse 💔 Only confidence broke That’s the discount. 🟠 #CryptoRecovery #BTC #HODL #Conviction #BuyTheDip
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WeLovePolygon🕹️ | BLASTR| (🧙‍♂️,🧙‍♂️) retweetledi
HeTalksFinance
HeTalksFinance@HeTalksFinance·
🚀💰 The trillionaire era is loading… Who will be the first human to hit $1,000,000,000,000 net worth? Musk? Bezos? Zuck? Or a dark horse? 👀 History is waiting for its first trillionaire. #Wealth #Trillionaire #NextLevel #ElonMusk
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HeTalksFinance
HeTalksFinance@HeTalksFinance·
✨ Life’s not about the years, it’s about the experiences… “How many of these have YOU done?” 👀 ✅ Married ✅ Divorced ✅ Karaoke ✅ Skydived ✅ Tattooed ✅ Traveled alone ✅ Owned a company Count yours & flex your score ⬇️ #LifeChecklist #BucketList #ViralChallenge 🌍✈️🎤💍🛶
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WeLovePolygon🕹️ | BLASTR| (🧙‍♂️,🧙‍♂️) retweetledi
WeLovePolygon🕹️ | BLASTR| (🧙‍♂️,🧙‍♂️) retweetledi
HeTalksFinance
HeTalksFinance@HeTalksFinance·
📊 IPO Listing Report Card – Oct 16 📊 2 debuts. 2 verdicts. Let’s break it down 👇 🟢 Canara Robeco 💰 IPO: ₹266 | 📈 Listed: ₹280.25 (+5.36%) 🎯 Retail Gain: ₹798 🎯 HNI Gain: ₹11,172 🔥 Rubicon Research 💰 IPO: ₹485 | 📈 Listed: ₹620 (+27.84%) 🎯 Retail Gain: ₹4,050 🎯 HNI Gain: ₹56,700 📌 Verdict: Rubicon = blockbuster. Canara = stable compounding. Retweet to help others track smart 💸 #ipoallotment #IPOAlert #IPOGMP #IPOListing #StockMarketIndia #CanaraRobeco #RubiconResearch #ListingStrategy #FinanceWithFree #DalalStreet #SEBI
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WeLovePolygon🕹️ | BLASTR| (🧙‍♂️,🧙‍♂️) retweetledi
HeTalksFinance
HeTalksFinance@HeTalksFinance·
📊 Tata Capital IPO: India's Biggest of 2025 — Solid Long-Term Play or Missed Momentum? 🧾 IPO Snapshot - Issue Size: ₹15,511.87 Cr (₹6,846 Cr fresh + ₹8,665.87 Cr OFS) - Price Band: ₹310–₹326/share - Lot Size: 46 shares (₹14,996 min investment) - GMP: ₹10 → ~3% listing premium - Listing Date: Oct 13, 2025 on NSE & BSE ✅ Positives - Tata Group Backing: Flagship NBFC of Tata Sons, with strong brand trust and diversified funding base - Massive Scale: ₹2.48L Cr assets, 1,516 branches, 7.3M customers - Loan Book Growth: CAGR of 37.3% (FY23–FY25); FY25 disbursements ₹1.42L Cr - Diversified Portfolio: Retail, SME, housing, corporate finance, wealth & fund management - Strong Financials: - FY25 Revenue: ₹28,312 Cr - FY25 PAT: ₹3,665 Cr - FY25 Net Margin: 12.94% - Merger Synergies: TMFL merger adds 353 branches, 6,351 employees, and boosts vehicle finance footprint ❌ Risks & Red Flags - Muted GMP: ₹10 suggests limited speculative interest - Merger Drag: TMFL integration raised GNPA to ~1%, RoE dropped from 14.2% to 12.6% - Lower NIMs & RoA: Below peer average; operational efficiency still catching up - Crowded IPO Calendar: Competing with LG Electronics and others for investor liquidity 🆚 Peer Comparison | Company | FY25 Revenue | Net Margin | Valuation |----------------|--------------|------------|-----------|-----| | Tata Capital | ₹28,312 Cr | 12.94% | ₹1.38L Cr | Bajaj Finance | ₹36,000 Cr | 18.5% | ₹4.5L Cr | HDB Financial | ₹22,000 Cr | 11.2% | ₹1.2L Cr | Cholamandalam | ₹18,500 Cr | 13.1% | ₹1.1L Cr 📉 Tata Capital trades at ~3.8x FY25 P/BV vs peer average of 4.1x — fair but not cheap 🧠 Final Take - Short-Term: Low GMP, merger overhang, and crowded IPO space may cap listing gains - Long-Term: Diversified NBFC, Tata brand, strong growth, and improving profitability make it a solid compounder 📢 Rating: “Subscribe for Long-Term” — skip if chasing listing pop, but ideal for portfolio stability and NBFC exposure #TataCapitalIPO #IPOReview #NBFCIndia #TataGroup #StockMarketIndia #GreyMarketPremium #FinanceWithFree #ApplyOrAvoid #LongTermInvesting #IndiaIPO2025 #TMFLMerger #SmartMoneyMoves #IPOGMP #ipoalert #ipo #ipoallotment #ipolisting
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HeTalksFinance
HeTalksFinance@HeTalksFinance·
🚨 IPO Listing Strategy – Oct 8 🚨 10 listings. Some exploded. Some imploded. Let’s decode 👇 🟢 Advance Agrolife (Mainboard) 📈 Listed at ₹114 (+14%) 📊 Agrochemicals + strong oversubscription (56.9x) 🎯 Short Term: Book partial gains if ₹115+ sustains. 🎯 Long Term: Hold. Agri demand + export potential = secular upside. 🔴 Om Freight Forwarders (Mainboard) 📉 Listed at ₹81.50 (–39.7%) 📊 Logistics + OFS-heavy + weak GMP 🎯 Short Term: Avoid entry. 🎯 Long Term: Exit if allotted. Revisit only if margin profile improves. 🔥 Infinity Infoway (SME) 📈 Listed at ₹294.50 (+89%) 📊 Tech + 277x subscription + strong GMP 🎯 Short Term: Trail stop-loss. Momentum play. 🎯 Long Term: Hold if revenue growth sustains—rare SME with tech scalability. ⚪️ Valplast Technologies (SME) 📈 Listed at ₹57 (+0.56%) 📊 Flat GMP + weak subscription 🎯 Short Term: Avoid chasing. 🎯 Long Term: Exit if allotted. No moat yet. 🟢 Sunsky Logistics (SME) 📈 Listed at ₹51 (+10.87%) 📊 Logistics + surprise pop 🎯 Short Term: Book partial gains if ₹52+ holds. 🎯 Long Term: Hold only if order book visibility improves. 🟢 Zelio E-Mobility (SME) 📈 Listed at ₹154.90 (+18%) 📊 EV + niche play 🎯 Short Term: Book partial gains. 🎯 Long Term: Hold if product traction and policy tailwinds align. 🔴 Chiraharit Agro (SME) 📉 Listed at ₹4.20 (–20%) 📊 Weak fundamentals + low demand 🎯 Short Term: Avoid entry. 🎯 Long Term: Exit if allotted. No scalability. ⚪️ B.A.G Convergence (SME) 📉 Listed at ₹101 (–2%) 📊 Media-tech + flat GMP 🎯 Short Term: Neutral stance. 🎯 Long Term: Watch for digital traction and monetization clarity. 🟢 Sheel Biotech (SME) 📈 Listed at ₹28 (+14%) 📊 Agri-biotech + niche demand 🎯 Short Term: Book partial gains. 🎯 Long Term: Hold if product pipeline scales. 🟡 Munish Forge (SME) 📈 Listed at ₹105 (+9.38%) 📊 Industrial forging 🎯 Short Term: Mild upside. Book if ₹106+ holds. 🎯 Long Term: Hold only if infra demand picks up. 📌 Verdict: - Top performers: Infinity, Zelio, Advance Agrolife - Avoid: Om Freight, Chiraharit - Hold selectively: Sheel, Munish, Sunsky ⚠️ GMP ≠ guarantee. Fundamentals + sentiment = real edge. Retweet to help others list smart 💸 #IPOAlert #StockMarketIndia #AdvanceAgrolife #OmFreight #InfinityInfoway #Valplast #SunskyLogistics #ZelioMobility #ChiraharitAgro #BAGConvergence #SheelBiotech #MunishForge #ListingStrategy #FinanceWithFree #ipo
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HeTalksFinance
HeTalksFinance@HeTalksFinance·
🚀Saatvik Green Energy ($SaatvikGL) — Blockbuster Q1FY26 Results 🚀 🔥 Margins exploded. Profits soared. Valuation still dirt cheap. - Revenue: ₹916cr (vs ₹245cr YoY) — flat QoQ - EBITDA: ₹180cr (vs ₹33cr YoY) — margin jumps to 19% - PBT: ₹150cr (vs ₹30cr YoY) — Q4 was ₹128cr - PAT: ₹119cr (vs ₹21cr YoY) — Q4 was ₹91cr 💰 FY25 PAT: ₹214cr 💥 Q1FY26 PAT alone: ₹119cr 📦 Orderbook: ₹5800+cr 🔧 FY27: 2x module capacity + solar cell facility Q4 is usually peak season for solar module players. But Saatvik just made Q1 look like Q4. Still trading at one of the lowest valuations in the sector. 👀 #saatvikgl #SaatvikGreenEnergy #IPOAlert #ipoallotment #ipoupdates
HeTalksFinance@HeTalksFinance

IPOs Listing Today: 1. Saatvik Green Energy: NSE Symbol: SAATVIKGL BSE Code: 544526 IPO price: 465 Ret Lot: 32 HNI Lot: 448 ISIN: INE1AG301022 My view: HOLDING onto my allocation of this IPO Currently one of my highest holding due to generous allocation 2. GK Energy: NSE Symbol: GKENERGY BSE Code: 544525 IPO price: 153 Ret Lot: 98 HNI Lot: 1372 ISIN: INE13B501022 My view: Didn't get allotment. Not going to buy at the listing. If you have allocation SELL on listing 3. Siddhi Cotspin SME: NSE Symbol: SIDDHICOTS IPO price: 108 Lot: 1200 ISIN: INE598W01011 My view: Didn't apply Not going to buy at the listing. If you have allocation SELL on listing #IPOAlert #SMEIPO #Saatvikgreen #gkenergyipo #siddhicotspin #ipogmp #ipolisting #ipoallotment

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HeTalksFinance
HeTalksFinance@HeTalksFinance·
🚨 WeWork India IPO: Listing Day Strategy 🚨 Big name. Big OFS. Flat GMP. What now? 👇 🟢 If Allotted - Listed at premium? Book partial gains near ₹660+ - Flat or discount? Hold for 1–2 sessions. Exit if ₹620 breaks with volume - Long-term hold only if Q2 results show real profit + debt reduction 🔴 If Not Allotted - Don’t chase on listing day - Wait for Q2 earnings before entry - Watch debt-to-equity, margins, and occupancy trends 📊 Reminder: - 100% OFS = no growth capital - Subscription was weak (0.13x overall) - Profit turnaround is real—but debt still heavy 📌 Verdict: Turnaround story, not a momentum play. Retweet to help others avoid FOMO #ipolisting #BSE #nse #ipoallotment #viral #IPOAlert #WeWorkIndia #ListingStrategy #StockMarketIndia #FinanceWithFree #DalalStreet #SEBI
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HeTalksFinance
HeTalksFinance@HeTalksFinance·
🚨 LG IPO Allotment drops tonight! 🔗 ipostatus.kfintech.com — bookmark it. 📈 GMP now at +33.5% — strong listing buzz. 💬 Which category did you apply in? Retail / HNI / QIB? 🔁 Retweet to alert your circle. 📲 Follow for listing day strategy + live updates. #IPOAlert #LGIPO #StockMarket #ipoallotment #GMP #ListingGains #FinanceTips #IPOUpdate #qib #lg #lgindia #ipogmp #shni
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WeLovePolygon🕹️ | BLASTR| (🧙‍♂️,🧙‍♂️) retweetledi
HeTalksFinance
HeTalksFinance@HeTalksFinance·
📢 LG ELECTRONICS IPO — Allotment Day Buzz! Just checked my status… and yeah, the allotment gods weren’t too kind 😅 🔥 GMP’s flying high, listing pop expected ~26–33% 💭 What’s your score? 💰 Holding for the long game or flipping on listing day? Drop your strategy below 👇 #ipoallotment #LGElectronicsIPO #StockMarketIndia #ListingGains #FinanceTwitter #IPOAlert #IPOGMP #IPOListing
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HeTalksFinance
HeTalksFinance@HeTalksFinance·
🚨 10 IPOs listing tomorrow 🚨 Which ones to flip for listing gains & which to hold for the long run? Here’s my breakdown 👇 🚀 Likely to List at a Premium These have strong oversubscription, sector tailwinds, or attractive financials: - Seshaasai Technologies 💻 - QIB subscription ~190x, PAT ₹222 Cr FY25, RoE ~33%. - BFSI-focused card & IoT solutions, high entry barriers. - Valuation stretched (28x PE), but demand + scarcity of float = strong listing pop. - Verdict: Likely strong premium; book profits on listing if you’re short-term. Long-term growth moderate. - Solarworld Energy Solutions ⚡ - Revenue ₹545 Cr FY25, order book ₹2,500+ Cr, but IPO priced aggressively at ~33x PE. - Sector tailwinds (solar EPC + backward integration). - Verdict: Premium listing possible due to demand + sector buzz. But valuations leave little on table → better to sell on listing unless you want solar exposure. - Anand Rathi Share and Stock Brokers 📊 - Established brokerage, PAT ₹104 Cr FY25, RoE ~23%. - Valuation ~18x PE, in line with peers like Angel One/Motilal. - Verdict: Likely premium listing; can be held medium-term as a steady financial services play. - True Colors SME - FY25 revenue ₹234 Cr, PAT ₹25 Cr, margins improving, RoE ~44%. - Digital textile printing niche, high growth. - GMP ~₹30 above issue price. - Verdict: Premium listing expected; also has medium-term growth legs. - Matrix Geo SME 🛰️ - FY25 revenue ₹22 Cr, PAT ₹5.9 Cr, RoE ~35%. - Drone + GIS services, marquee clients (Railways, Adani, NTPC). - Valuation ~25x PE, but niche + high growth. - Verdict: Likely premium listing; could be held medium term if you want exposure to geospatial/infra tech. ⚖️ Mixed — Premium Possible but Risky Beyond Listing - Jaro Institute of technology 🎓 (EdTech) - FY25 revenue ₹252 Cr, PAT ₹52 Cr, RoE ~30%. - Attractive vs peers (Veranda loss-making). - Valuation ~25x PE, reasonable. - Verdict: Premium listing likely. Could be held medium term, but monitor dependence on Tier-2 institutes. - Ecoline Exim SME 🌱 - FY24 revenue ₹281 Cr, PAT ₹22 Cr, export-driven eco packaging. - Margins ~8%, debt moderate. - Order book strong, but export dependency risk. - Verdict: Mild premium possible. Medium-term hold only if you believe in sustainability/export story. 🛑 Weak Balance Sheets / Overpriced — Sell on Listing - Aptus Pharma SME 💊 - FY25 revenue ₹25 Cr, PAT ₹3.1 Cr, but debt ₹10 Cr vs net worth ₹7 Cr. - Working capital stress (high receivables/inventory). - Valuation ~15x PE, aggressive for small pharma distributor. - Verdict: Sell on listing; avoid long-term. - NSB BPO SME 📞 - FY25 revenue ₹138 Cr, PAT ₹8.5 Cr, margins thin (6%). - RoE ~6%, PE ~34x → expensive for a BPO. - Verdict: Sell on listing; weak fundamentals. - BharatRohan SME 🚁 - Drone-based agri analytics. FY25 revenue ~₹22 Cr, PAT ~₹2.3 Cr. - Interesting niche, but very small scale, profitability thin. - Verdict: Speculative. May list flat to mild premium. Safer to exit on listing. 📌 Summary - Premium + Hold (medium/long-term): Anand Rathi, True Colors, Matrix Geo, maybe Jaro. - Premium + Sell on Listing: Seshaasai, Solarworld. - Flat/Weak → Sell on Listing: Aptus Pharma, NSB BPO, BharatRohan. - Niche/Export Play (Hold selectively): Ecoline. #IPO #StockMarket #IndiaInvesting #SMEIPO #ListingGains #StockMarketIndia #solarworld #SeshaasaiTechnologies #jaro #anandrathi #nsb #ecoline #matrixgeo #TrueColors #bharatrohan #aptus #pharma #IPOAlert #IPOGMP #IPOnews #ipoallotment #ipolisting
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